Personal Tax, Estate and Wealth Planning

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Developing tax effective strategies to extend your wealth

Our priority is to understand your overall financial affairs and planning so we can identify tax strategies that help you achieve your goals.

Our Personal Tax services include:


Estate, Trusts, Wills
- Planning your estate to diminish income tax and probate fees at death
- Effective income splitting strategies
- Intra-family gifting and generation skipping
- Reviewing existing wills and advising on tax matters to update your will

U.S. Estate Tax
- Reducing U.S. estate tax owing on U.S. securities and real estate assets
- Reducing U.S. estate tax related to U.S. citizens who are beneficiaries of Canadian trusts and estates

- Decrease capital gains tax on sale
- Effective tax structuring of acquisitions
- Make representations to the tax authorities

- Tax effective life insurance purchases
- Identify situations to consider insurance funding
- Effective financing using insurance
- Examine insurance as a planning and investment tool

Offshore Investments
- Planning and compliance related to offshore investments

Marital/Litigation Support
- Planning related to property and support claims

Succession Planning
- Orderly transfer of business to next generation
- Dealing with family members involved and not involved in the business
- Planning the effective transfer of business control to maximize value
- Advising on shareholder agreements
- Choosing and training a successor

- Tax effective split up of assets among family members
- Asset protection strategies
- Use of tax losses/deductions in a corporate group

Charitable Gifts
- Assisting in the establishment and administration of private foundations
- Timing and structure of gifts to make the most of tax credits
- Structuring bequests in your will

Executive Compensation
- Improving consequences of stock option plans
- Design remuneration packages and pension plan arrangements
- Tax issues related to retirement planning
- Tax and cash flow planning re severance

Compliance T1, T2, T3
- Tax compliance for companies and individuals
- Tax compliance for estates and beneficiaries
- Accounting services for companies, estates and trusts

Contact a professional in your area to discuss your unique taxation concerns.